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Portfolio (Quarterly) Guide ↗

BLAIR WILLIAM & CO/IL

· CIK 0000902367
13F Portfolio $34.9B AUM 1,922 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 155 New 708 Added 689 Reduced 100 Exited
Page 12 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IXUS ISHARES TR 63,758.0 $5.5M 0.02% +41K +176.8% $86.64 +11.9%
222 FNDX SCHWAB STRATEGIC TR 198,002.0 $5.5M 0.02% +26K +15.4% $27.85 +11.5%
223 WEC WEC ENERGY GROUP INC Utilities 45,512.0 $5.3M 0.01% +4K +9.8% $115.77 -2.8%
224 CASY CASEYS GEN STORES INC Consumer Cyclical 7,182.0 $5.2M 0.01% +192.0 +2.8% $727.86 +15.7%
225 VONV VANGUARD SCOTTSDALE FDS 55,488.0 $5.2M 0.01% +7K +14.9% $93.74 +13.2%
226 LPLA LPL FINL HLDGS INC Financial Services 17,170.0 $5.2M 0.01% +12K +207.9% $300.84 -2.3%
227 XLI SELECT SECTOR SPDR TR 31,732.0 $5.1M 0.01% +601.0 +1.9% $161.73 +11.9%
228 SPEM SPDR INDEX SHS FDS 106,871.0 $5.0M 0.01% +22K +26.5% $46.91 +13.2%
229 TGT TARGET CORP Consumer Defensive 41,091.0 $5.0M 0.01% +10K +30.3% $121.20 +7.9%
230 CIBR FIRST TR EXCHANGE-TRADED FD 78,663.0 $4.9M 0.01% +2K +3.0% $62.68 +34.9%
231 BK BANK NEW YORK MELLON CORP Financial Services 40,491.0 $4.8M 0.01% +352.0 +0.9% $118.63 +20.1%
232 SCHF SCHWAB STRATEGIC TR 193,508.0 $4.8M 0.01% +18K +10.5% $24.75 +14.1%
233 TTEK TETRA TECH INC NEW Industrials 158,442.0 $4.8M 0.01% +35K +28.3% $30.12 -9.2%
234 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 92,448.0 $4.7M 0.01% +3K +3.1% $50.80 +4.4%
235 KRMN KARMAN HLDGS INC Industrials 57,033.0 $4.6M 0.01% +20K +54.6% $80.05 -37.1%
236 DIVO AMPLIFY ETF TR 101,339.0 $4.5M 0.01% +6K +6.2% $44.85 +2.3%
237 TMUS T-MOBILE US INC Communication Services 21,604.0 $4.5M 0.01% +4K +25.0% $210.03 -13.5%
238 AZO AUTOZONE INC Consumer Cyclical 1,334.0 $4.5M 0.01% +518.0 +63.5% $3377.53 -9.3%
239 SXI STANDEX INTL CORP Industrials 17,532.0 $4.5M 0.01% +16K +1468.2% $254.86 +23.7%
240 CBZ CBIZ INC Industrials 164,674.0 $4.4M 0.01% +15K +10.3% $26.85 +15.8%
Page 12 of 36  ·  708 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.5%
Financial Services 17.1%
Industrials 15.0%
Healthcare 12.5%
Consumer Cyclical 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Utilities 2.5%
Energy 2.5%
Basic Materials 2.1%